Sales Module
The Sales module includes transactions that help you manage all aspects of sales operations.
Main Features of the Sales Module
- Customers: Maintain customer records to track their information and credit balances.
- Sales Quotations: Create and manage sales quotations for potential customers.
- Sales Invoices: Generate invoices for customers based on sales transactions.
- Sales Receipts: Record and manage payments from customers.
- Credit Notes: Create and manage credit notes to issue refunds on invoices or general credits to customer accounts.
- Sales Pricing Policies: Define and manage pricing policies for products based on customer groups or sales channels.
Interactions with Other Modules
This module interacts with the following core modules:
- Products & Inventory: via product definitions and inventory transactions.
- Accounting: via chart of accounts and refund receipts.
- Organization settings: to determine form defaults for the module, receipt payment methods, transaction locks, custom fields, custom templates, and other general settings.